Agile Independent Financial Advice Ltd

Independent Financial Adviser Airedale House, 423 Kirkstall Road, Leeds, West Yorkshire, LS4 2EW

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

Chartered financial planning, for all aspects of your current and future financial life.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Chris Thorpe

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

FPFS - Fellow, Personal Finance Society (PFS)

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations

Where to find us

Airedale House, 423 Kirkstall Road, Leeds, West Yorkshire, LS4 2EW

About us

Chris Thorpe is a Chartered Financial Planner, specialising in wealth management, retirement planning and estate planning for private individuals and business owners.

Our services

We give you the peace of mind that your financial planning is in order. We put you in the picture about what you need to do to achieve the best financial position and the lifestyle you want, today and tomorrow.

If you want to plan your financial life, in the knowledge that the plan and the supporting policies are independently researched to ensure the best quality and cost, then we need to have a chat.

Compliance

Agile Independent Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registration number 789159.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Agile Independent Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registration number 789159.

Contact options

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